Transition from Audit to Transaction Advisory/Financial Due Diligence

Due Diligence Report Example

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-Bryan Carreto, CPA

[rashadcalilov]

I am Manager 2 ( 6 years experience in audit) in big four and I was offered to transfer to due diligence and found this video ))) Will talk about to partner in this week about the job. But gonna say I like the positive energy and attitude in this video, great job ;)

[sanikasawant]

Everything aside, your ENERGY is GOLD here!!!

[iDoTaxReturns]

It is 7:30 AM, been up since 4. Landed on this video frantically thinking about my career (in my mid 20s). You not only told me exactly what I wanted to hear, but what I needed to hear about career longevity. Forever grateful brother

[musicreboost]

Bryan, I just love your channel content, absolutely a great motivator to work in accountancy and achieve success on daily basis Please, share more about advisory work

[Adeltaarabt]

The speech from 11:00 onwards could not have been more true!

[hansredgate]

I made the transfer to Transaction Services after 18 months in Audit, also previously worked as a controller. Can definitely attest to what you say, accounting fundamentals are very important.
Definitely a great move and no regrets. Happy to have a chat to share my experience if you want.
Btw really like the channel

[trinhuc]

Hi, my background was not related to audit or accounting but I found this video very informative, looking forward to these kind of video in the future

[musicreboost]

what would you recommend to learn or how to prepare to work with first clients? I have an eager to start working with client as a consultant but I have kind of a fear..

[bd]

Can you hate audit but like due diligence (transaction) ?

[richardbetancourt]

Loved the practical advice on being within audit for 2-3 years prior to switching to TAS. I've seen a TAS summer 2024 internship open up that I'm interested in but I don't have the 2-3 years of experience within audit (Current audit intern in SLG). Any advice on applying to TAS internships if I don't have the 2-3 audit background? Are there any models or technical skills I should be familiar with?

[brandon-mnhw]

Great video!!! Wanted to ask is it necessary to get your cpa to switch in FDD/valuation consulting from audit?

[anthonymartinez]

Great content! I always look forward to these videos! Random question, what apps do you use for investing?

[mohammedalqhiedan]

So, I have just graduated with an accounting background. Do you advise me to start as an external auditor (core assurance), or to start in transaction services?? I believe it is important to start first as an auditor to be familiar with financial statements and to have a professional qualification, after that I can shift to transaction services. Do I agree with that ?

[PC-dszk]

Hi, i am a chartered accountant with experience in small practices and when i look at the roles at big 4 i never understand them and i am not sure which area i should specialise in. I prefer working independently

[pscafinal]

Really helpful video. Super insightful 💯

[cynthiamayte]

Is the amount of documentation the same in FDD as it is in Audit? Or less?

[Emily-oiuu]

Can you please explain different areas in Deal Advisory?

[michaell]

FDD checks the box for lender no value added you get paid the least vs lawyers and bankers

[lukedelrossi]

I solely have experience in tax accounting. Could anyone advise me on what the best path is into FDD?

Should I work in audit/assurance for a few years and then get into FDD or could I still possibly be a qualified candidate for FDD with a background in tax?

[michaell]

i feel bad to whoever needs to listen to this guy on a call